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Attn: Compliance Dept. 225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-03 |
Branch Locations
500 Newport Center Dr Ste 850, Newport Beach, CA 92660 • United States
Metropoint I 4600 So. Ulster St #1350, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walmart | Highlands Ranch | CO | 11/2020 | 05/2021 |
| Torchy's Tacos | Boulder | CO | 04/2022 | 09/2022 |
| Jd's Bait Shop | Greenwood Village | CO | 04/2021 | 09/2021 |
| Unemployed | Greenwood Village | CO | 06/2014 | 09/2018 |
| Waterway | Greenwood Village | CO | 09/2018 | 11/2018 |
| Unemployed | Greenwood Village | CO | 11/2018 | 10/2020 |
| Unemployed | Boulder | CO | 09/2021 | 04/2022 |
| Unemployed | Boulder | CO | 09/2022 | 06/2024 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 06/2024 | 04/2025 |
| Jd's Bait Shop | Greenwood Village | CO | 10/2024 | Present |
| Wedbush Securities | Denver | CO | 05/2025 | Present |
J & D Creations LLC ( JD's Bait Shop); Not Investment Related; LLC; Greenwood Village, CO; Restaurant; Barback; Start: 5/2021; Approx 10 hours monthly, none during business hours; Duties: Occasionally Barback / Busser, cover shifts Reign Services LLC; Not Investment Related; Denver, CO; CEO of a tech coding company. No involvement in any daily activities related to the business and no interaction with any clients. No time is devoted to this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-23 |
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